疫情与城际消费流动:基于城市消费功能及产业数字化视角

COVID-19 and intercity consumption flow:From the perspectives of urban consumption function and industrial digitalization

新冠肺炎疫情期间“封城”、“限制出行”等措施,严重抑制了城际间的消费流动.随着城市解封以及经济逐渐复苏,城际消费流动是否得到恢复,以及影响城市恢复速度差异化的关键因素仍有待探索.本文基于国内某大型生活服务平台城市消费数据,以长三角地区41个城市为研究对象,探究了疫情对城际消费流动的影响,城市类型、消费流动方向所带来的异质性效应,以及其背后的解释机制.研究发现,疫情平稳后一段时间内,城市消费流动较疫情前仍下降显著.中心城市消费流出恢复较为迅速,但其消费流入相较于非中心城市下降更为明显.本文提出城市消费功能与产业数字化建设是影响城际消费流动恢复差异的关键机制.疫情促进非中心城市数字化建设、缩小了与中心城市之间的数字鸿沟,从而减少对中心城市的依赖,最终影响了两者消费流入流出的恢复.本研究有助于城市识别消费韧性恢复的关键因素,为后疫情时代各城市如何兼顾外需的吸引与内需的拉动提供思路.

To control the transmission of COVID-19,protective measures such as lockdown and travel restriction have inhibited intercity movements and thus the consumption flows.However,whether the intercity consumption flows have recovered remain highly uncertain after the gradual reopening and recovery of cities,especially considering the regional and flow directional differences.Based on the consumption data of an online service platform,this paper empirically tests the impact of COVID-19 on the intercity consumption flow across 41 cities in the Yangtze River Delta region and its heterogeneous effects.Our results demonstrate that intercity consumption flow significantly decreased even in the long run.Consumption outflow of central cities has recovered rapidly,but their consumption inflow decreased more dramatically than non-central cities.The key mechanisms for intercity consumption flow recovery are explored from the urban consumption function and industrial digitalization perspective.Results show that COVID-19 has prompted the digital construction of non-central cities,thus the narrowed digital gap between them and central cities helps non-central cities to reduce their reliance on central cities,which ultimately affected the recovery of consumption inflows and outflows.The findings provide insights to spur regional economic recovery in post epidemic era.